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Case Sharing allows your field team to share responsibilities of a case load. |
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This feature requires a CommCare Software PlanThis feature (Case Sharing) will only be available to CommCare project spaces with a Pro Plan or higher. For more details, see the CommCare Software Plan page. |
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Overview
In the default CommCare model, each CommCare user has their own list of cases, comprised of the cases he/she has created. When a mobile worker registers a pregnant mother on CommCare Mobile, let's call her 'Monica' in this example, the 'Monica' case will only appear in this specific mobile worker's case list (What's a case list is? Learn more). The 'Monica' case will not be show in anyone else's case list, meaning no other mobile worker can perform a follow-up visit with Monica.
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Once the forms are submitted they will update the case in the order in which they are received (according to the server received time). If one of the forms closed a case and a subsequent form attempts to update that case, the case will not be reopened but the (now closed) case will be updated.
Is there a way to specify case sharing for different groups by menu or a specific case type?
Unfortunately this use case is not currently supported in the app builder. However, you can configure this manually by specifying the "owner_id" property for new cases which you don't want to share to be set to the id of the current user (defined in the form as a hidden value) in the normal case property configuration screen. That will result in those cases not being shared.